Google

Industrials

The SpaceX IPO Is About Way More Than Just Rocket Ships

Photo via Charles Briggs/ZUMAPRESS/Newscom

Projections of massive growth for X (née Twitter), xAI and Starlink are all central to the lofty SpaceX IPO thesis.

2 min read

Photo via Apple

Big Tech

Apple Shows Off Gemini-Powered AI At WWDC

The keynote presentation of Apple’s annual developers conference was a farewell sendoff for CEO Tim Cook, who received a standing ovation.

2 min read
Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read
Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

Artificial Intelligence

Neocloud Competition Heats Up As Nebius’ Market Value Rivals Coreweave’s

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

2 min read

Big Tech

Blackstone Invests $5 Billion in New Neocloud Partnership with Google

Photo via WLADIMIR BULGAR/SCIENCE PHOTO LIBRARY/Newscom

Blackstone, already the world’s largest private owner of data centers, will provide an initial $5 billion investment.

1 min read

Big Tech

Goldman Sachs Spots Buying Opportunity in Bruised Big Tech

Photo via JOHN ANGELILLO/UPI/Newscom

The Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has slid roughly 11% this year.

2 min read

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Photo illustration by Connor Lin / The Daily Upside

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read

Photo via Abaca Press/Lafargue Raphael/Abaca/Sipa USA/Newscom

Big Tech

Why Apple No Longer Trades Like a Tech Firm

As the rest of Big Tech embark on one of the greatest capex ventures in human history, Apple is practically spending pennies by comparison.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos via Waymo, Zoox, and Tesla

Electric Vehicles

Who Will Win the Robotaxi Wars?

All of the major players are vying for a major share of a ridehailing market estimated at $43 billion in the US and $150 billion worldwide.

5 min read
Photo by Alexander Farnsworth via iStock

Media & Entertainment

Does Spotify Still Have the (Pricing) Power?

Earlier this month, Spotify’s monthly Premium subscription fee for US users went up $1 to $12.99 per month.

2 min read

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